Create individual Simpro customers from new Interact leads
Effortlessly manage new leads from Interact by streamlining the process of adding them as individual customers in Simpro. This automation workflow starts when a new lead is generated in Interact, and seamlessly creates a new individual customer in Simpro, saving you time and reducing manual data entry. Focus on nurturing your leads while this efficient system takes care of organizing them in your Simpro account.
Effortlessly manage new leads from Interact by streamlining the process of adding them as individual customers in Simpro. This automation workflow starts when a new lead is generated in Interact, and seamlessly creates a new individual customer in Simpro, saving you time and reducing manual data entry. Focus on nurturing your leads while this efficient system takes care of organizing them in your Simpro account.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Individual Customer
Creates a new individual customer.
- Free forever for core features
- 14 day trial for premium features & apps